Jones Financial Companies
CPK icon

Jones Financial Companies’s Chesapeake Utilities CPK Stock Holding History

Jones Financial Companies’s Portfolio CPK Stock Details CPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
8,198
+199
+2% +$25K ﹤0.01% 1880
2026
Q1 		$993K Buy
7,999
+6,026
+305% +$776K ﹤0.01% 1719
2025
Q4 		$246K Buy
1,973
+1,360
+222% +$179K ﹤0.01% 1812
2025
Q3 		$82.1K Buy
613
+125
+26% +$15.5K ﹤0.01% 2157
2025
Q2 		$58.9K Buy
488
+323
+196% +$40.6K ﹤0.01% 2155
2025
Q1 		$21.1K Buy
165
+26
+19% +$3.23K ﹤0.01% 2413
2024
Q4 		$16.9K Buy
+139
New +$17.2K ﹤0.01% 2322
2023
Q2 		– Sell
-177
Closed -$22.7K – 544
2023
Q1 		$22.7K Buy
+177
New +$22K ﹤0.01% 413

Other funds holding CPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jones Financial Companies's CPK Position: Q2 2026 in Review

Jones Financial Companies increased its Chesapeake Utilities (CPK) stake by 2.5% in Q2 2026, buying an estimated $25K and bringing the position to 8,198 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Jones Financial Companies first reported a position in CPK in Q1 2023 and has held it in 8 quarters since. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Jones Financial Companies held 8,198 shares of Chesapeake Utilities worth $1.03M as of Q2 2026.
  • Jones Financial Companies bought 199 Chesapeake Utilities shares in Q2 2026, an estimated $25K.
  • Chesapeake Utilities made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1880 holding.
  • Jones Financial Companies first reported a position in Chesapeake Utilities in Q1 2023 and has held it in 8 quarters since.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.